CAPTRUST
1410 Rocky Ridge Drive, Roseville, CA 95661
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
1410 Rocky Ridge Dr #150, Roseville, CA 95661, United States
About the Business

CAPTRUST, located at 1410 Rocky Ridge Drive in Roseville, California, is a finance institution that offers wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to corporate retirement plan fiduciaries. Their financial advisors are available Monday through Thursday from 8:00 am to 5:00 pm and Friday from 8:00 am to 4:00 pm.
Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, CAPTRUST's team of advisors is ready to assist you. They offer a range of services including fiduciary partnerships, plan design optimization, financial wellness programs, and more to support employer organizations.
By working with a fiduciary that prioritizes your needs and adheres to strong ethical values, you can trust that CAPTRUST will provide you with objective advice tailored to your unique financial goals. Attend their webinars and training series to stay informed on best practices, market insights, and financial planning strategies.
Don't miss out on upcoming events such as the Quarterly Industry Insights on Hospitals & Healthcare Systems or the Fiduciary Training Series. Contact the CAPTRUST office in Roseville, CA to ensure your financial success.
Reviews
People Also Viewed
-
Stop And Go Tax & Legal Document Services901 Sunrise Ave a16, Roseville, CA 95661, United States
-
Solera Asset Managers1512 Eureka Rd Suite 240, Roseville, CA 95661, United States
-
Level Coaching970 Reserve Dr #201, Roseville, CA 95678, United States
-
LEVEL Debt970 Reserve Dr #201, Roseville, CA 95678, United States
-
First Tech Federal Credit Union8000 Foothills Blvd Bldg R4, Roseville, CA 95747, United States
-
Ryan Kelly - SAFE Financial Services - Wealth Advisor121 N Sunrise Ave, Roseville, CA 95661, United States
-
TMC Financing3500 Douglas Blvd #130 #130, 3500 Douglas Blvd #130, Roseville, CA 95661, United States
-
Mutual Law Group1380 Lead Hill Blvd Suite 106, Roseville, CA 95661, United States
-
NewPoint Law Group2408 Professional Dr Suite 100, Roseville, CA 95661, United States
-
Rex Halverson & Associates3741 Douglas Blvd Suite 380, Roseville, CA 95661, United States
-
Coggins Law, P.C.9001 Foothills Blvd # 110, Roseville, CA 95747, United States
-
Duncan Law Corporation3009 Douglas Blvd #100, Roseville, CA 95661, United States
-
Northwestern Mutual Life Insurance5 Sierra Gate Plaza, Roseville, CA 95678, United States
-
Appreciation Financial735 Sunrise Ave STE 212, Roseville, CA 95661, United States
-
Roosevelt Kirby: Primerica - Financial Services1200 Melody Ln SUITE 100 C, Roseville, CA 95678, United States
-
Diligence Wealth Management, LLC2530 Douglas Blvd STE 170, Roseville, CA 95661, United States
-
Scott Goodyear, Financial Services Professional - Goodyear Financial & Insurance Services2999 Douglas Blvd #350, Roseville, CA 95661, United States
-
John Eason - Prudential Financial2998 Douglas Blvd #200, Roseville, CA 95661, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Audit & Consulting
- Asset Management
- Business Owners
- Business Succession Planning
- Corporate Retirement Plan
- Estate Planning
- Etf Investing
- Family Governance
- Family Wealth Planning
- Fiduciary Partnerships
- Fiduciary Responsibility
- Financial Advisors
- Financial Goals
- Financial Literacy
- Financial Planning
- Financial Success
- Financial Wellness Programs
- High-Net-Worth Individuals
- Investment Advisory Services
- Investment Management
- Investments
- Legacy Planning
- Long-Term Wealth Strategy
- Objective Financial Advice
- Philanthropic Strategies
- Portfolio Management
- Retirement Planning
- Retirement Savings
- Trust Services
- Wealth Creation
- Wealth Management Services
- Wealth Planning
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos